+关注
一刀兄
暂无个人介绍
IP属地:未知
19
关注
49
粉丝
1
主题
0
勋章
主贴
热门
一刀兄
2019-07-16
$蔚来(NIO)$
啥也不说了,上个图。呵呵!
一刀兄
2019-09-26
$蔚来(NIO)$
虽然今天的电话会大家觉得没什么营养,但从跟车主群互动的小侧面可以观察到,李斌同学的心态其实一直是很健康稳定的。作为一个甘愿舍弃舒适区,从易车到易鑫,摩拜再到蔚来,从线上走到线下,从虚拟走到实业,20年的时间证明这样一个实干家带队的确是让人放心的。股价凄风苦雨,但作为蔚来的的长线投资者,没有关灯吃面的忧虑,因为还不差这些钱买米。
一刀兄
2019-07-29
$蔚来(NIO)$
嘿嘿,稍微一跌,各路妖魔鬼怪就出来叫唤了。
一刀兄
2019-08-22
$蔚来(NIO)$
中秋节年年都会给每位车主精心准备特制礼物的车企真就没见过。今天的中秋礼和去年的手动月饼制作套装相比,哪个更有意思呢?没买蔚来车的都戴着五公分厚的眼罩使劲儿喊黑喊打啊,买了蔚来车的才知道蔚来除了车好到流泪之外,最重要的是真把每位车主当朋友在对待。生为这样一个以用户满意度作为唯一KPI考核标准的车企,哪是瑟缩在键盘后面吸着鼻涕,捧着一碗香精味十足的老坛酸菜牛肉面打字的网络小杂碎黑得了的呢?这特么简直滑之大稽!
一刀兄
2019-06-27
$蔚来(NIO)$ 如果哪天大阳一窜而起,空头别哭,要谢谢你们的陪伴。和做多一样,都是愿赌服输。
一刀兄
2019-06-20
$蔚来(NIO)$ 在这儿大放厥词的大都是买个几百千把股的货,成天还空军,还司令,寒颤不?丢人不?
一刀兄
2019-06-27
$蔚来(NIO)$ 斌哥稳住。大多支持蔚来的朋友不仅是因为蔚来的产品所具有的未来生活方式,还因为大家都认为这个时代的中国需要那么一些有担当,有梦想的人无所畏惧地在风口浪尖去挑战传统,挑战命运,挑战未来。
一刀兄
2019-11-02
$蔚来(NIO)$
蔚来出货量稳步上升,十月销售量不出意外又将新高。蔚来黑的槽点越来越少。翻阅了一下,目前黑们在割喉断气之前也只能吐槽一下财务状况了。蔚来营销费用过大?蔚来可是把花在营销上的费用尽数花在研发和优待车主上,不知道何过之有?有的怕也只能是嫉妒和恨了。说到车商的营销费用,作为蔚来第一批创始版的忠实车主,同时也作为奔驰和宝马品牌十数年的资深车主,我来讲讲车主角度的解读。拿奔驰举例,奔驰每年的营销费用甚巨。单说我连年会参加的梅赛德斯杯高尔夫球赛这一项吧。每年的梅赛德斯杯,分中国东南西北区,参与车主数量极大。初赛一般选在各省球场举行,参赛费用奔驰全包。包括球场打球费用,统一的服装(Hugo Boss定制星徽帽子、比赛T恤),比赛能量包(当地定制),奖品若干。初赛过后会选择指定著名球场打区域决赛,机票、五星酒店、打球费用,服装(区域决赛又是一套全新衣服)等奔驰全包。
一刀兄
2019-09-06
$蔚来(NIO)$
刚才李斌同学在群里给大发红包,道周末愉快,说准备看电影。不知道他这样一个日夜不休为蔚来忙碌奔波的“超人”有多久没有跟夫人一起好好看部电影了。愿他们的善良与辛苦不会白费,也愿蔚来可以在逆境中撑起世界新能源汽车品牌的一角。
一刀兄
2019-07-24
$蔚来(NIO)$
几天不看,回来瞧见那些皮痒的依然皮痒。那你们就继续唱空吧,唱破了喉咙也没人理你们的。破喉咙~~~哟喂。
一刀兄
2019-08-05
$蔚来(NIO)$
我脾气怪,我不卖。
一刀兄
2019-09-11
$蔚来(NIO)$
上升通道打开。
一刀兄
2019-07-03
$蔚来(NIO)$ 爆打空头,欢迎来空!融得到券不?呵呵
一刀兄
2019-07-17
$蔚来(NIO)$
站上所有短期均线,继续欢迎天天在这儿耍嘴皮子的真金白银来空。
一刀兄
2019-07-03
$特斯拉(TSLA)$ 现在谁是新能源汽车龙头,明白了吧。
一刀兄
2019-07-03
$中烟香港(06055)$ 此前的获利今天就要全部了结,今天进场的永远站岗了。
一刀兄
2019-07-09
$蔚来(NIO)$
做T的好玩儿吗?玩丢筹码的拜拜咯
一刀兄
2019-07-06
$蔚来(NIO)$
当初看到二块一块甚至几毛钱几分钱的现在又开始预测蔚来的顶了,你们是娱乐精神支撑着的,还是脸不够疼?预测股价本身就是一种可笑的事情,当然混成像大霄这种极品算命先生还是有市场的。
一刀兄
2019-07-03
$蔚来(NIO)$ NIO Day day 🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙
一刀兄
2019-09-11
$蔚来(NIO)$
看来蔚来这小论坛里面真有股盲。见过45度涨了不回调的K线?哪有这事儿我也来两块钱的,哈哈哈!
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3498611698611050","uuid":"3498611698611050","gmtCreate":1546098508974,"gmtModify":1546098508974,"name":"一刀兄","pinyin":"ydxyidaoxiong","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":49,"headSize":19,"tweetSize":52,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":4,"name":"文化虎","nameTw":"文化虎","represent":"学有所成","factor":"发布30条非转发主帖,其中3条优质帖","iconColor":"8867FB","bgColor":"BDC5FF"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.14%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.97%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":970896243,"gmtCreate":1597733075182,"gmtModify":1704216466965,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"一套技术入门时的门槛是很高,但已经具有技术框架和主体内容之后,除了为完善内容的投资之外,还需要继续往里投什么钱?要投也是投到下一代框架和内容里。爹妈成天光搞研发,不搞生产,还能有你吗?挣了钱才能继续研究下一代的娃。","listText":"一套技术入门时的门槛是很高,但已经具有技术框架和主体内容之后,除了为完善内容的投资之外,还需要继续往里投什么钱?要投也是投到下一代框架和内容里。爹妈成天光搞研发,不搞生产,还能有你吗?挣了钱才能继续研究下一代的娃。","text":"一套技术入门时的门槛是很高,但已经具有技术框架和主体内容之后,除了为完善内容的投资之外,还需要继续往里投什么钱?要投也是投到下一代框架和内容里。爹妈成天光搞研发,不搞生产,还能有你吗?挣了钱才能继续研究下一代的娃。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970896243","repostId":"1199767469","repostType":2,"repost":{"id":"1199767469","pubTimestamp":1597716870,"share":"https://www.laohu8.com/m/news/1199767469?lang=&edition=full","pubTime":"2020-08-18 10:14","market":"us","language":"zh","title":"李斌向资本低头,蔚来能涨40倍?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199767469","media":"锦缎","summary":"投降于资本市场的蔚来,对于用户来说,未来趋势是“实惠变少奇幻变多”。","content":"<p>优秀的上市公司永远不向资本市场低头,在最大化利润表和最大化未来现金流之间,它们毫不犹豫的选择后者。最极限的代表是杰夫·贝索斯(Jeff Bezos),天不生杰夫·贝索斯,长期主义万古如长夜:</p><p>1997年IPO时投资<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>,23年来2000倍回报,年化收益率39%。</p><p>长期的选择带来长期的收益,企业状况会越来越好;短期的选择带来短期的收益,企业状况刚开始还可以,以后可能每况愈下。<b><a href=\"https://laohu8.com/S/NIO\">蔚来</a>走在后面这条路上,它向资本市场低头了。</b></p><p>如果一家企业向资本市场投降,向股东投降,最显著的观察点是减少了策略性成本。所谓策略性可变成本,即直接涉及并提高长期业绩表现的成本,最典型的莫过于<b>研发投入</b>。</p><p><b>前两天看到有个魔怔投资者说,蔚来要涨40倍。</b>呵呵,从来没听说处于追赶段位的公司,研发投入不跟上,股价还能涨40倍的。</p><p>话说回来,之所以短期利益变得更加重要,也许是因为李斌真的穷怕了。困难重重之下终于拿到融资,但这并不简单,也不是毫无条件的。安徽这70亿元的战略投资有严苛的对赌协议,如果完不成,蔚来得以8.5%的年复合增长率回购其股份。</p><p><i><b>01、</b></i><b>“投降”趋势</b></p><p>蔚来在研发投入上的态度,从数字上来看一览无余。总结下来是:</p><ul><li><p><b>没钱砍研发。</b>2019年下半年,蔚来融资不利,现金流紧张开始。蔚来的研发费用从那时开始同比大幅下降,2019Q3,同比+0%;2019Q4,同比-33%;2020Q1,同比-52%。</p></li></ul><ul><li><p><b>有钱砍研发。</b>2020年4月得到安徽70亿元投资,以及六家银行百亿授信,2020Q2,同比-58%。</p></li></ul><ul><li><p><b>有钱没钱砍研发。</b>8月11日的电话会里,蔚来管理层对研发投入的描述是这样的,“保证每年研发投入在30亿元以内,我们会围绕下一代自动驾驶技术进行研发,大约5-6亿元/季度的投入,每个季度的投入将根据车型开发进度进行调整。”预算大致固定了。</p></li></ul><p><img src=\"https://static.tigerbbs.com/cf869884d2cb671b913e63058da55b8c\" tg-width=\"995\" tg-height=\"598\"></p><p>▲图1:蔚来研发费用。来源:公司财报,锦缎。</p><p><b>预感有人会拿<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>出来说事,这里提前堵住反对票的嘴。</b></p><p>现在的特斯拉,从单季度营收来看,当前的蔚来(Q2收入37.2亿元)大致和2013年Q1的特斯拉相当,后者2013年Q1收入5.6亿元(按当时6.28的汇率,折合人民币35.3亿元)。</p><p>特斯拉在蔚来这个收入量级(单个季度三四十亿元)的2013年,四个季度研发费用分别同比下降:-19%,-31%,-10%,-1%。老大哥特斯拉研发费用都可以下降为什么蔚来不可以?</p><p>蔚来当然不可以,橘生淮南淮北可甜可苦,我们具体问题具体分析:</p><p>当时特斯拉环比收入陷入停滞,四个季度营收分别是5.6亿美元、4.1亿美元、4.3亿美元和6.15亿美元,经营的不确定很大。这个时期,研发费用下降无可厚非,下降也没蔚来往腰斩去这么恐怖。而蔚来呢,交付量节节攀升:</p><ul><li><p>2019年Q4交付量为8224辆,平均89.4辆/天;</p></li><li><p>中间2020年Q1新冠病毒挖了个小坑但并不影响向上的趋势;</p></li><li><p>2020年Q2交付量为10331辆,平均113.5辆/天;</p></li><li><p>2020年Q3可能也会不错,因为除了ES6和ES8,EC6九月份也要开始交付了。</p></li></ul><p>交付量上去了,营收上去了,研发费用却大幅降低,情况就是这么个情况,这是与特斯拉营收大致相同阶段的不同之处。<b>这是对资本市场盈利压力之下的一种妥协,一种投降。</b></p><p>投降于资本市场的蔚来,对于用户来说,未来趋势是“实惠变少奇幻变多”。</p><p><i><b>02、</b></i><b>实惠减少</b></p><p>二季度,蔚来迎来里程碑时刻:毛利率转正且可持续(预计Q3和Q4能维持正毛利)。</p><p><img src=\"https://static.tigerbbs.com/1608af6bd25c3ef5316a9447a3330da7\" tg-width=\"772\" tg-height=\"471\"></p><p>▲图2:蔚来毛利率变化图。来源:公司财报,锦缎。</p><p>这对股东来说是好事,这对用户来说就不一定了。蔚来解释它提高毛利率的武器有两个:</p><p><b>第一, 规模效应。</b></p><p>这个大家都懂,规模大了,工人更熟练,学习曲线上去了,浪费减少,毛利率自然提高。</p><p>但是,咱回头来看看,规模确实提高了,今年Q2比去年Q4交付量多了2107辆,这会对生产效率产生极大改善吗?改善足矣大到里外里17.3%的差距吗(去年Q4毛利率为-8.9%)?如果是这样,月交付量到了5000辆毛利率得有多高?</p><p>所以我们认为,这次毛利率转正过程中,规模效应不是主要的原因。</p><p><b>第二,节省BOM。</b></p><p>BOM即Bill of Material,物料。蔚来管理层在电话会上说,“Q3和Q4我们会维持毛利率,我们预测我们仍然有一些进步的空间,例如通过节省BOM等方式,10%是可以实现的,但是更进一步的话我们不希望在目前实现。我们可以看到毛利率有提升空间,从各方面来说都有改善机会,但目前我们希望用谨慎的角度来看待这件事。”</p><p>过去,蔚来的ES8/ES6造的很卖力,为了用户不惜用料,你很难听到有车评人士说“蔚来有座椅特别硬这样的硬伤”——这是<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(NASDAQ:LI)被喷的很多的问题,也是外界认为理想在很低的销量之下毛利率为正的原因。</p><p>而现在,蔚来节省BOM换取毛利率。虽然管理层也知道节制,表示,“但是更进一步的话我们不希望在目前实现……但目前我们希望用谨慎的角度来看待这件事……”但终究,实惠减少了。</p><p><i><b>03、</b></i><b>魔幻蔚来</b></p><p>研发费用变少,实惠可能也会逐步变少,那蔚来要拿什么来俘获用户的芳心,又要向还没入场的资本市场投资者讲出什么样的故事呢?</p><p>答案是:AI的故事,无人驾驶的故事。</p><p>2020年8月14日,媒体消息:任少卿加盟蔚来,担任“助理副总裁”。</p><p><img src=\"https://static.tigerbbs.com/144993b8bdf14aed2338ac07690fb403\" tg-width=\"365\" tg-height=\"645\"></p><p>▲图3:任少卿简历。</p><p>引用任少卿的学术圈地位的描述:</p><blockquote>“他是AI图像识别检测圈无人不晓的大神啊!Resnet 和 faster rcnn 是当下深度学习发展阶段的重要里程碑。Resnet不同于以往的网络,它试图拟合残差,训练速度快。目前也是各种深度学习应用的backbone;而 faster rcnn 是两阶段目标检测的sota技术,无敌的存在。而任少卿,基本是这俩深度学习算法相关顶级论文的参与作者。Faster rcnn,他是一作!”</blockquote><p>科技新能源车最酷炫的卖点,这简直是男人的Viagra。</p><p>蔚来有mobileye的芯片支撑算力,任少卿加盟支撑算法,再加上不断交付的车辆增强数据。活脱脱的“AI造车新势力”,L4自动驾驶的目标还会远吗?</p><p>在自动驾驶方面能走多远不知道,但这一点需要我们足够的警惕。因为“下周回国”的那个男人,早已砍掉了我们对科技的溢价。你看,Faraday Future偏向无人驾驶,高科技感十足的专利聚类包括:</p><p><img src=\"https://static.tigerbbs.com/8daed259f14788161671f442b507a74b\" tg-width=\"1080\" tg-height=\"589\"></p><p>▲图4:Faraday Future专利分类。来源:incopat</p><p>模式识别302件;导航数据203件;位置测量误差202件;集成驱动185件;门铰链173件。最终,Faraday Future尘归尘,土归土。<b>多年以后不确定能不能实现的梦想,不应该给予折现。</b></p><p>理智的看,自动驾驶商用化很难,技术上无法实现,法规上还未配套,可能5-10年以后情况会改观,但不是现在。</p><p><b>但这又有什么关系呢,反正能讲的故事变多了:故事——交付量——收入——估值——故事。</b></p><p>一种循环,永不落幕。</p>","source":"lsy1596593134739","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李斌向资本低头,蔚来能涨40倍?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李斌向资本低头,蔚来能涨40倍?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-18 10:14 北京时间 <a href=https://mp.weixin.qq.com/s/vsxEy0DxZth38vdLhJ9HGA><strong>锦缎</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>优秀的上市公司永远不向资本市场低头,在最大化利润表和最大化未来现金流之间,它们毫不犹豫的选择后者。最极限的代表是杰夫·贝索斯(Jeff Bezos),天不生杰夫·贝索斯,长期主义万古如长夜:1997年IPO时投资亚马逊,23年来2000倍回报,年化收益率39%。长期的选择带来长期的收益,企业状况会越来越好;短期的选择带来短期的收益,企业状况刚开始还可以,以后可能每况愈下。蔚来走在后面这条路上,它向...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/vsxEy0DxZth38vdLhJ9HGA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/vsxEy0DxZth38vdLhJ9HGA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199767469","content_text":"优秀的上市公司永远不向资本市场低头,在最大化利润表和最大化未来现金流之间,它们毫不犹豫的选择后者。最极限的代表是杰夫·贝索斯(Jeff Bezos),天不生杰夫·贝索斯,长期主义万古如长夜:1997年IPO时投资亚马逊,23年来2000倍回报,年化收益率39%。长期的选择带来长期的收益,企业状况会越来越好;短期的选择带来短期的收益,企业状况刚开始还可以,以后可能每况愈下。蔚来走在后面这条路上,它向资本市场低头了。如果一家企业向资本市场投降,向股东投降,最显著的观察点是减少了策略性成本。所谓策略性可变成本,即直接涉及并提高长期业绩表现的成本,最典型的莫过于研发投入。前两天看到有个魔怔投资者说,蔚来要涨40倍。呵呵,从来没听说处于追赶段位的公司,研发投入不跟上,股价还能涨40倍的。话说回来,之所以短期利益变得更加重要,也许是因为李斌真的穷怕了。困难重重之下终于拿到融资,但这并不简单,也不是毫无条件的。安徽这70亿元的战略投资有严苛的对赌协议,如果完不成,蔚来得以8.5%的年复合增长率回购其股份。01、“投降”趋势蔚来在研发投入上的态度,从数字上来看一览无余。总结下来是:没钱砍研发。2019年下半年,蔚来融资不利,现金流紧张开始。蔚来的研发费用从那时开始同比大幅下降,2019Q3,同比+0%;2019Q4,同比-33%;2020Q1,同比-52%。有钱砍研发。2020年4月得到安徽70亿元投资,以及六家银行百亿授信,2020Q2,同比-58%。有钱没钱砍研发。8月11日的电话会里,蔚来管理层对研发投入的描述是这样的,“保证每年研发投入在30亿元以内,我们会围绕下一代自动驾驶技术进行研发,大约5-6亿元/季度的投入,每个季度的投入将根据车型开发进度进行调整。”预算大致固定了。▲图1:蔚来研发费用。来源:公司财报,锦缎。预感有人会拿特斯拉出来说事,这里提前堵住反对票的嘴。现在的特斯拉,从单季度营收来看,当前的蔚来(Q2收入37.2亿元)大致和2013年Q1的特斯拉相当,后者2013年Q1收入5.6亿元(按当时6.28的汇率,折合人民币35.3亿元)。特斯拉在蔚来这个收入量级(单个季度三四十亿元)的2013年,四个季度研发费用分别同比下降:-19%,-31%,-10%,-1%。老大哥特斯拉研发费用都可以下降为什么蔚来不可以?蔚来当然不可以,橘生淮南淮北可甜可苦,我们具体问题具体分析:当时特斯拉环比收入陷入停滞,四个季度营收分别是5.6亿美元、4.1亿美元、4.3亿美元和6.15亿美元,经营的不确定很大。这个时期,研发费用下降无可厚非,下降也没蔚来往腰斩去这么恐怖。而蔚来呢,交付量节节攀升:2019年Q4交付量为8224辆,平均89.4辆/天;中间2020年Q1新冠病毒挖了个小坑但并不影响向上的趋势;2020年Q2交付量为10331辆,平均113.5辆/天;2020年Q3可能也会不错,因为除了ES6和ES8,EC6九月份也要开始交付了。交付量上去了,营收上去了,研发费用却大幅降低,情况就是这么个情况,这是与特斯拉营收大致相同阶段的不同之处。这是对资本市场盈利压力之下的一种妥协,一种投降。投降于资本市场的蔚来,对于用户来说,未来趋势是“实惠变少奇幻变多”。02、实惠减少二季度,蔚来迎来里程碑时刻:毛利率转正且可持续(预计Q3和Q4能维持正毛利)。▲图2:蔚来毛利率变化图。来源:公司财报,锦缎。这对股东来说是好事,这对用户来说就不一定了。蔚来解释它提高毛利率的武器有两个:第一, 规模效应。这个大家都懂,规模大了,工人更熟练,学习曲线上去了,浪费减少,毛利率自然提高。但是,咱回头来看看,规模确实提高了,今年Q2比去年Q4交付量多了2107辆,这会对生产效率产生极大改善吗?改善足矣大到里外里17.3%的差距吗(去年Q4毛利率为-8.9%)?如果是这样,月交付量到了5000辆毛利率得有多高?所以我们认为,这次毛利率转正过程中,规模效应不是主要的原因。第二,节省BOM。BOM即Bill of Material,物料。蔚来管理层在电话会上说,“Q3和Q4我们会维持毛利率,我们预测我们仍然有一些进步的空间,例如通过节省BOM等方式,10%是可以实现的,但是更进一步的话我们不希望在目前实现。我们可以看到毛利率有提升空间,从各方面来说都有改善机会,但目前我们希望用谨慎的角度来看待这件事。”过去,蔚来的ES8/ES6造的很卖力,为了用户不惜用料,你很难听到有车评人士说“蔚来有座椅特别硬这样的硬伤”——这是理想汽车(NASDAQ:LI)被喷的很多的问题,也是外界认为理想在很低的销量之下毛利率为正的原因。而现在,蔚来节省BOM换取毛利率。虽然管理层也知道节制,表示,“但是更进一步的话我们不希望在目前实现……但目前我们希望用谨慎的角度来看待这件事……”但终究,实惠减少了。03、魔幻蔚来研发费用变少,实惠可能也会逐步变少,那蔚来要拿什么来俘获用户的芳心,又要向还没入场的资本市场投资者讲出什么样的故事呢?答案是:AI的故事,无人驾驶的故事。2020年8月14日,媒体消息:任少卿加盟蔚来,担任“助理副总裁”。▲图3:任少卿简历。引用任少卿的学术圈地位的描述:“他是AI图像识别检测圈无人不晓的大神啊!Resnet 和 faster rcnn 是当下深度学习发展阶段的重要里程碑。Resnet不同于以往的网络,它试图拟合残差,训练速度快。目前也是各种深度学习应用的backbone;而 faster rcnn 是两阶段目标检测的sota技术,无敌的存在。而任少卿,基本是这俩深度学习算法相关顶级论文的参与作者。Faster rcnn,他是一作!”科技新能源车最酷炫的卖点,这简直是男人的Viagra。蔚来有mobileye的芯片支撑算力,任少卿加盟支撑算法,再加上不断交付的车辆增强数据。活脱脱的“AI造车新势力”,L4自动驾驶的目标还会远吗?在自动驾驶方面能走多远不知道,但这一点需要我们足够的警惕。因为“下周回国”的那个男人,早已砍掉了我们对科技的溢价。你看,Faraday Future偏向无人驾驶,高科技感十足的专利聚类包括:▲图4:Faraday Future专利分类。来源:incopat模式识别302件;导航数据203件;位置测量误差202件;集成驱动185件;门铰链173件。最终,Faraday Future尘归尘,土归土。多年以后不确定能不能实现的梦想,不应该给予折现。理智的看,自动驾驶商用化很难,技术上无法实现,法规上还未配套,可能5-10年以后情况会改观,但不是现在。但这又有什么关系呢,反正能讲的故事变多了:故事——交付量——收入——估值——故事。一种循环,永不落幕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912742851,"gmtCreate":1580473758073,"gmtModify":1704341656881,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>黑云翻墨未遮山,白雨跳珠乱入船。卷地风来忽吹散,望湖楼下水如天。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>黑云翻墨未遮山,白雨跳珠乱入船。卷地风来忽吹散,望湖楼下水如天。","text":"$蔚来(NIO)$黑云翻墨未遮山,白雨跳珠乱入船。卷地风来忽吹散,望湖楼下水如天。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/912742851","isVote":1,"tweetType":1,"viewCount":2840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912425784,"gmtCreate":1580399657448,"gmtModify":1704341501400,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>不断验证我空的逻辑,继续空仓。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>不断验证我空的逻辑,继续空仓。","text":"$蔚来(NIO)$不断验证我空的逻辑,继续空仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/912425784","isVote":1,"tweetType":1,"viewCount":2140,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493774185641724","authorId":"3493774185641724","name":"时尚大妈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3493774185641724","idStr":"3493774185641724"},"content":"这货掉在1.1我都不碰,根本没有未来","text":"这货掉在1.1我都不碰,根本没有未来","html":"这货掉在1.1我都不碰,根本没有未来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912946439,"gmtCreate":1579884266121,"gmtModify":1704340614803,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>作为铁粉,今晚清仓了。疫情严峻,全行业面临灾难性的境况,汽车销售受影响是情理之中了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>作为铁粉,今晚清仓了。疫情严峻,全行业面临灾难性的境况,汽车销售受影响是情理之中了。","text":"$蔚来(NIO)$作为铁粉,今晚清仓了。疫情严峻,全行业面临灾难性的境况,汽车销售受影响是情理之中了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/912946439","isVote":1,"tweetType":1,"viewCount":5044,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"17629106843545","authorId":"17629106843545","name":"一鹏一鹤","avatar":"https://static.tigerbbs.com/1e63103d54a8a8258b0cc2e400a5cb84","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"17629106843545","idStr":"17629106843545"},"content":"没想到浓眉大眼的你居然也… 开个玩笑,春节快乐!","text":"没想到浓眉大眼的你居然也… 开个玩笑,春节快乐!","html":"没想到浓眉大眼的你居然也… 开个玩笑,春节快乐!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916933425,"gmtCreate":1579187211667,"gmtModify":1704339217406,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉500多,还能走多远呢?真以为要去4000啊,哈哈哈!华尔街割韭菜现在都不用圆谎了吗?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉500多,还能走多远呢?真以为要去4000啊,哈哈哈!华尔街割韭菜现在都不用圆谎了吗?","text":"$特斯拉(TSLA)$特斯拉500多,还能走多远呢?真以为要去4000啊,哈哈哈!华尔街割韭菜现在都不用圆谎了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916933425","isVote":1,"tweetType":1,"viewCount":1934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916908832,"gmtCreate":1579185453726,"gmtModify":1704339194311,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>都别特么装大师,乖乖的看着。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>都别特么装大师,乖乖的看着。","text":"$蔚来(NIO)$都别特么装大师,乖乖的看着。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916908832","isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913707702,"gmtCreate":1577801575606,"gmtModify":1704336406140,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>华尔街的唇彩也是不少的,呵呵。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>华尔街的唇彩也是不少的,呵呵。","text":"$蔚来(NIO)$华尔街的唇彩也是不少的,呵呵。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/913707702","isVote":1,"tweetType":1,"viewCount":3269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913548076,"gmtCreate":1577730101495,"gmtModify":1704336247691,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>空头大多只剩尸体了,默哀。不过,我踏马是死多头!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>空头大多只剩尸体了,默哀。不过,我踏马是死多头!","text":"$蔚来(NIO)$空头大多只剩尸体了,默哀。不过,我踏马是死多头!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/913548076","isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913554011,"gmtCreate":1577729448533,"gmtModify":1704336240953,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>年末扶贫,蔚来黑除外。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>年末扶贫,蔚来黑除外。","text":"$蔚来(NIO)$年末扶贫,蔚来黑除外。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/913554011","isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913581133,"gmtCreate":1577722070822,"gmtModify":1704336199606,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>这么早就开始震仓了?呵呵。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>这么早就开始震仓了?呵呵。","text":"$蔚来(NIO)$这么早就开始震仓了?呵呵。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/913581133","isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913248844,"gmtCreate":1577711963688,"gmtModify":1704336118860,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来万岁!哈哈哈哈!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来万岁!哈哈哈哈!","text":"$蔚来(NIO)$蔚来万岁!哈哈哈哈!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/913248844","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937728181,"gmtCreate":1575385981643,"gmtModify":1704729404885,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来几下**那些跪久了起不来的假洋鬼子。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来几下**那些跪久了起不来的假洋鬼子。","text":"$蔚来(NIO)$蔚来几下**那些跪久了起不来的假洋鬼子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937728181","isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937501199,"gmtCreate":1575090087011,"gmtModify":1704729063730,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>es6星空蓝版本发布。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>es6星空蓝版本发布。","text":"$蔚来(NIO)$es6星空蓝版本发布。","images":[{"img":"https://static.tigerbbs.com/2e36b735286ec8f9b4836d82fbca9d06","width":"2436","height":"1125"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937501199","isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":932160084,"gmtCreate":1572636506048,"gmtModify":1704724805210,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来出货量稳步上升,十月销售量不出意外又将新高。蔚来黑的槽点越来越少。翻阅了一下,目前黑们在割喉断气之前也只能吐槽一下财务状况了。蔚来营销费用过大?蔚来可是把花在营销上的费用尽数花在研发和优待车主上,不知道何过之有?有的怕也只能是嫉妒和恨了。说到车商的营销费用,作为蔚来第一批创始版的忠实车主,同时也作为奔驰和宝马品牌十数年的资深车主,我来讲讲车主角度的解读。拿奔驰举例,奔驰每年的营销费用甚巨。单说我连年会参加的梅赛德斯杯高尔夫球赛这一项吧。每年的梅赛德斯杯,分中国东南西北区,参与车主数量极大。初赛一般选在各省球场举行,参赛费用奔驰全包。包括球场打球费用,统一的服装(Hugo Boss定制星徽帽子、比赛T恤),比赛能量包(当地定制),奖品若干。初赛过后会选择指定著名球场打区域决赛,机票、五星酒店、打球费用,服装(区域决赛又是一套全新衣服)等奔驰全包。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来出货量稳步上升,十月销售量不出意外又将新高。蔚来黑的槽点越来越少。翻阅了一下,目前黑们在割喉断气之前也只能吐槽一下财务状况了。蔚来营销费用过大?蔚来可是把花在营销上的费用尽数花在研发和优待车主上,不知道何过之有?有的怕也只能是嫉妒和恨了。说到车商的营销费用,作为蔚来第一批创始版的忠实车主,同时也作为奔驰和宝马品牌十数年的资深车主,我来讲讲车主角度的解读。拿奔驰举例,奔驰每年的营销费用甚巨。单说我连年会参加的梅赛德斯杯高尔夫球赛这一项吧。每年的梅赛德斯杯,分中国东南西北区,参与车主数量极大。初赛一般选在各省球场举行,参赛费用奔驰全包。包括球场打球费用,统一的服装(Hugo Boss定制星徽帽子、比赛T恤),比赛能量包(当地定制),奖品若干。初赛过后会选择指定著名球场打区域决赛,机票、五星酒店、打球费用,服装(区域决赛又是一套全新衣服)等奔驰全包。","text":"$蔚来(NIO)$ 蔚来出货量稳步上升,十月销售量不出意外又将新高。蔚来黑的槽点越来越少。翻阅了一下,目前黑们在割喉断气之前也只能吐槽一下财务状况了。蔚来营销费用过大?蔚来可是把花在营销上的费用尽数花在研发和优待车主上,不知道何过之有?有的怕也只能是嫉妒和恨了。说到车商的营销费用,作为蔚来第一批创始版的忠实车主,同时也作为奔驰和宝马品牌十数年的资深车主,我来讲讲车主角度的解读。拿奔驰举例,奔驰每年的营销费用甚巨。单说我连年会参加的梅赛德斯杯高尔夫球赛这一项吧。每年的梅赛德斯杯,分中国东南西北区,参与车主数量极大。初赛一般选在各省球场举行,参赛费用奔驰全包。包括球场打球费用,统一的服装(Hugo Boss定制星徽帽子、比赛T恤),比赛能量包(当地定制),奖品若干。初赛过后会选择指定著名球场打区域决赛,机票、五星酒店、打球费用,服装(区域决赛又是一套全新衣服)等奔驰全包。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/932160084","isVote":1,"tweetType":1,"viewCount":8285,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"content":"晋级之后再选择国内著名球场进行中国区决赛,例如海南三亚神州半岛球场、云南昆明春城球场、长白山万达球场都是常选的,同样的流程再来一遍。中国区决赛晋级的车主球手赴德国斯图加特参加梅赛德斯世界杯决赛,同时没晋级也没关系,最近中线奖还会产生出若干位赴英国观看大满贯The Open的名额,也是全程奔驰全包。加之每场比赛的活动组织,试驾、展示、保障、晚宴、一线明星嘉宾助兴演出等费用耗费各位自行脑补。","text":"晋级之后再选择国内著名球场进行中国区决赛,例如海南三亚神州半岛球场、云南昆明春城球场、长白山万达球场都是常选的,同样的流程再来一遍。中国区决赛晋级的车主球手赴德国斯图加特参加梅赛德斯世界杯决赛,同时没晋级也没关系,最近中线奖还会产生出若干位赴英国观看大满贯The Open的名额,也是全程奔驰全包。加之每场比赛的活动组织,试驾、展示、保障、晚宴、一线明星嘉宾助兴演出等费用耗费各位自行脑补。","html":"晋级之后再选择国内著名球场进行中国区决赛,例如海南三亚神州半岛球场、云南昆明春城球场、长白山万达球场都是常选的,同样的流程再来一遍。中国区决赛晋级的车主球手赴德国斯图加特参加梅赛德斯世界杯决赛,同时没晋级也没关系,最近中线奖还会产生出若干位赴英国观看大满贯The Open的名额,也是全程奔驰全包。加之每场比赛的活动组织,试驾、展示、保障、晚宴、一线明星嘉宾助兴演出等费用耗费各位自行脑补。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":933075404,"gmtCreate":1569439945108,"gmtModify":1704719421278,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>虽然今天的电话会大家觉得没什么营养,但从跟车主群互动的小侧面可以观察到,李斌同学的心态其实一直是很健康稳定的。作为一个甘愿舍弃舒适区,从易车到易鑫,摩拜再到蔚来,从线上走到线下,从虚拟走到实业,20年的时间证明这样一个实干家带队的确是让人放心的。股价凄风苦雨,但作为蔚来的的长线投资者,没有关灯吃面的忧虑,因为还不差这些钱买米。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>虽然今天的电话会大家觉得没什么营养,但从跟车主群互动的小侧面可以观察到,李斌同学的心态其实一直是很健康稳定的。作为一个甘愿舍弃舒适区,从易车到易鑫,摩拜再到蔚来,从线上走到线下,从虚拟走到实业,20年的时间证明这样一个实干家带队的确是让人放心的。股价凄风苦雨,但作为蔚来的的长线投资者,没有关灯吃面的忧虑,因为还不差这些钱买米。","text":"$蔚来(NIO)$虽然今天的电话会大家觉得没什么营养,但从跟车主群互动的小侧面可以观察到,李斌同学的心态其实一直是很健康稳定的。作为一个甘愿舍弃舒适区,从易车到易鑫,摩拜再到蔚来,从线上走到线下,从虚拟走到实业,20年的时间证明这样一个实干家带队的确是让人放心的。股价凄风苦雨,但作为蔚来的的长线投资者,没有关灯吃面的忧虑,因为还不差这些钱买米。","images":[{"img":"https://static.tigerbbs.com/e1c0f33733de3fafd4ebaf2b644a8e1d","width":"1075","height":"2162"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":93,"repostSize":1,"link":"https://laohu8.com/post/933075404","isVote":1,"tweetType":1,"viewCount":18454,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3508328730555318","authorId":"3508328730555318","name":"NoGo寻常路","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3508328730555318","idStr":"3508328730555318"},"content":"钱都转移到国外了,李斌当然心态好了,真以为蔚来会亏那么多钱?投资人不过就是借未来海外公司洗钱,把钱转移到国外!然后对你们这些所谓的信仰粉小恩小惠就觉得李斌好高尚!资本家不就是这种嘴脸吗?","text":"钱都转移到国外了,李斌当然心态好了,真以为蔚来会亏那么多钱?投资人不过就是借未来海外公司洗钱,把钱转移到国外!然后对你们这些所谓的信仰粉小恩小惠就觉得李斌好高尚!资本家不就是这种嘴脸吗?","html":"钱都转移到国外了,李斌当然心态好了,真以为蔚来会亏那么多钱?投资人不过就是借未来海外公司洗钱,把钱转移到国外!然后对你们这些所谓的信仰粉小恩小惠就觉得李斌好高尚!资本家不就是这种嘴脸吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":930770227,"gmtCreate":1568638016269,"gmtModify":1704718047686,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>又回到了每周欢乐的时光。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>又回到了每周欢乐的时光。","text":"$蔚来(NIO)$又回到了每周欢乐的时光。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/930770227","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":930630449,"gmtCreate":1568212585081,"gmtModify":1704717474367,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>看来蔚来这小论坛里面真有股盲。见过45度涨了不回调的K线?哪有这事儿我也来两块钱的,哈哈哈!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>看来蔚来这小论坛里面真有股盲。见过45度涨了不回调的K线?哪有这事儿我也来两块钱的,哈哈哈!","text":"$蔚来(NIO)$看来蔚来这小论坛里面真有股盲。见过45度涨了不回调的K线?哪有这事儿我也来两块钱的,哈哈哈!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/930630449","isVote":1,"tweetType":1,"viewCount":5352,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499947879566672","authorId":"3499947879566672","name":"香橼","avatar":"https://static.tigerbbs.com/f6ef29e5cdef1fc3f4c35898120bbc60","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3499947879566672","idStr":"3499947879566672"},"content":"典型的喷子,看小丑跳就行了,何必您老出马。","text":"典型的喷子,看小丑跳就行了,何必您老出马。","html":"典型的喷子,看小丑跳就行了,何必您老出马。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":930817582,"gmtCreate":1568171203746,"gmtModify":1704717372599,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>上升通道打开。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>上升通道打开。","text":"$蔚来(NIO)$上升通道打开。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/930817582","isVote":1,"tweetType":1,"viewCount":4619,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3519832254064216","authorId":"3519832254064216","name":"啊呜喵喵喵","avatar":"https://static.tigerbbs.com/8f0da0733312b8c815c2c72eeffccf23","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3519832254064216","idStr":"3519832254064216"},"content":"2.9入的,3.12下的车,我 [流泪]","text":"2.9入的,3.12下的车,我 [流泪]","html":"2.9入的,3.12下的车,我 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":930803453,"gmtCreate":1568136652272,"gmtModify":1704717326353,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>关键是新iPhone咋样,现阶段这些软件都还是虚的,终端设备数量的增长才是苹果软体服务的保证。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>关键是新iPhone咋样,现阶段这些软件都还是虚的,终端设备数量的增长才是苹果软体服务的保证。","text":"$苹果(AAPL)$关键是新iPhone咋样,现阶段这些软件都还是虚的,终端设备数量的增长才是苹果软体服务的保证。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/930803453","isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":930174511,"gmtCreate":1568133319333,"gmtModify":1704717321681,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"如果今晚站上并收在近期8月21号3.27价格之上的话,算是一个小的平台突破了。总体走得很不错。","listText":"如果今晚站上并收在近期8月21号3.27价格之上的话,算是一个小的平台突破了。总体走得很不错。","text":"如果今晚站上并收在近期8月21号3.27价格之上的话,算是一个小的平台突破了。总体走得很不错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/930174511","isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":999639318,"gmtCreate":1563291786334,"gmtModify":1704705076031,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>啥也不说了,上个图。呵呵!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>啥也不说了,上个图。呵呵!","text":"$蔚来(NIO)$啥也不说了,上个图。呵呵!","images":[{"img":"https://static.tigerbbs.com/c7c19e21e8938f97719c9eacf6a51579","width":"1125","height":"2436"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":97,"commentSize":68,"repostSize":1,"link":"https://laohu8.com/post/999639318","isVote":1,"tweetType":1,"viewCount":10933,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525230792974104","authorId":"3525230792974104","name":"黄金二十年","avatar":"https://static.tigerbbs.com/faf6246cb0a6a6ba09c0d9ba1285220e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3525230792974104","idStr":"3525230792974104"},"content":"对于楼主的认同无以言表,我还是个大二学生,虽然现在没不起蔚来的车,但是从李斌的一些采访,纪录片,和蔚来发布会以及之后的在app里面的了解,也签到或花钱买过一些周边。我对蔚来的喜爱很深,也相信它能成为国内能与特斯拉掰手腕的中高级电动车。我相信改革开放四十年来,中国消费者应该转向高品质,优设计,好服务的企业。我相信蔚来有未来。我也把手头仅有的五六万块全买了蔚来","text":"对于楼主的认同无以言表,我还是个大二学生,虽然现在没不起蔚来的车,但是从李斌的一些采访,纪录片,和蔚来发布会以及之后的在app里面的了解,也签到或花钱买过一些周边。我对蔚来的喜爱很深,也相信它能成为国内能与特斯拉掰手腕的中高级电动车。我相信改革开放四十年来,中国消费者应该转向高品质,优设计,好服务的企业。我相信蔚来有未来。我也把手头仅有的五六万块全买了蔚来","html":"对于楼主的认同无以言表,我还是个大二学生,虽然现在没不起蔚来的车,但是从李斌的一些采访,纪录片,和蔚来发布会以及之后的在app里面的了解,也签到或花钱买过一些周边。我对蔚来的喜爱很深,也相信它能成为国内能与特斯拉掰手腕的中高级电动车。我相信改革开放四十年来,中国消费者应该转向高品质,优设计,好服务的企业。我相信蔚来有未来。我也把手头仅有的五六万块全买了蔚来"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":933075404,"gmtCreate":1569439945108,"gmtModify":1704719421278,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>虽然今天的电话会大家觉得没什么营养,但从跟车主群互动的小侧面可以观察到,李斌同学的心态其实一直是很健康稳定的。作为一个甘愿舍弃舒适区,从易车到易鑫,摩拜再到蔚来,从线上走到线下,从虚拟走到实业,20年的时间证明这样一个实干家带队的确是让人放心的。股价凄风苦雨,但作为蔚来的的长线投资者,没有关灯吃面的忧虑,因为还不差这些钱买米。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>虽然今天的电话会大家觉得没什么营养,但从跟车主群互动的小侧面可以观察到,李斌同学的心态其实一直是很健康稳定的。作为一个甘愿舍弃舒适区,从易车到易鑫,摩拜再到蔚来,从线上走到线下,从虚拟走到实业,20年的时间证明这样一个实干家带队的确是让人放心的。股价凄风苦雨,但作为蔚来的的长线投资者,没有关灯吃面的忧虑,因为还不差这些钱买米。","text":"$蔚来(NIO)$虽然今天的电话会大家觉得没什么营养,但从跟车主群互动的小侧面可以观察到,李斌同学的心态其实一直是很健康稳定的。作为一个甘愿舍弃舒适区,从易车到易鑫,摩拜再到蔚来,从线上走到线下,从虚拟走到实业,20年的时间证明这样一个实干家带队的确是让人放心的。股价凄风苦雨,但作为蔚来的的长线投资者,没有关灯吃面的忧虑,因为还不差这些钱买米。","images":[{"img":"https://static.tigerbbs.com/e1c0f33733de3fafd4ebaf2b644a8e1d","width":"1075","height":"2162"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":93,"repostSize":1,"link":"https://laohu8.com/post/933075404","isVote":1,"tweetType":1,"viewCount":18454,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3508328730555318","authorId":"3508328730555318","name":"NoGo寻常路","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3508328730555318","idStr":"3508328730555318"},"content":"钱都转移到国外了,李斌当然心态好了,真以为蔚来会亏那么多钱?投资人不过就是借未来海外公司洗钱,把钱转移到国外!然后对你们这些所谓的信仰粉小恩小惠就觉得李斌好高尚!资本家不就是这种嘴脸吗?","text":"钱都转移到国外了,李斌当然心态好了,真以为蔚来会亏那么多钱?投资人不过就是借未来海外公司洗钱,把钱转移到国外!然后对你们这些所谓的信仰粉小恩小惠就觉得李斌好高尚!资本家不就是这种嘴脸吗?","html":"钱都转移到国外了,李斌当然心态好了,真以为蔚来会亏那么多钱?投资人不过就是借未来海外公司洗钱,把钱转移到国外!然后对你们这些所谓的信仰粉小恩小惠就觉得李斌好高尚!资本家不就是这种嘴脸吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":991067487,"gmtCreate":1564414944849,"gmtModify":1704707071253,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>嘿嘿,稍微一跌,各路妖魔鬼怪就出来叫唤了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>嘿嘿,稍微一跌,各路妖魔鬼怪就出来叫唤了。","text":"$蔚来(NIO)$嘿嘿,稍微一跌,各路妖魔鬼怪就出来叫唤了。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":25,"repostSize":0,"link":"https://laohu8.com/post/991067487","isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"content":"有本事就往一块两块砸,这一大帮人都等着你们的精彩表现呢,叫空这么长时间光动嘴不掏钱可特么不行啊。","text":"有本事就往一块两块砸,这一大帮人都等着你们的精彩表现呢,叫空这么长时间光动嘴不掏钱可特么不行啊。","html":"有本事就往一块两块砸,这一大帮人都等着你们的精彩表现呢,叫空这么长时间光动嘴不掏钱可特么不行啊。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":994938095,"gmtCreate":1566408450217,"gmtModify":1704714363643,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>中秋节年年都会给每位车主精心准备特制礼物的车企真就没见过。今天的中秋礼和去年的手动月饼制作套装相比,哪个更有意思呢?没买蔚来车的都戴着五公分厚的眼罩使劲儿喊黑喊打啊,买了蔚来车的才知道蔚来除了车好到流泪之外,最重要的是真把每位车主当朋友在对待。生为这样一个以用户满意度作为唯一KPI考核标准的车企,哪是瑟缩在键盘后面吸着鼻涕,捧着一碗香精味十足的老坛酸菜牛肉面打字的网络小杂碎黑得了的呢?这特么简直滑之大稽!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>中秋节年年都会给每位车主精心准备特制礼物的车企真就没见过。今天的中秋礼和去年的手动月饼制作套装相比,哪个更有意思呢?没买蔚来车的都戴着五公分厚的眼罩使劲儿喊黑喊打啊,买了蔚来车的才知道蔚来除了车好到流泪之外,最重要的是真把每位车主当朋友在对待。生为这样一个以用户满意度作为唯一KPI考核标准的车企,哪是瑟缩在键盘后面吸着鼻涕,捧着一碗香精味十足的老坛酸菜牛肉面打字的网络小杂碎黑得了的呢?这特么简直滑之大稽!","text":"$蔚来(NIO)$中秋节年年都会给每位车主精心准备特制礼物的车企真就没见过。今天的中秋礼和去年的手动月饼制作套装相比,哪个更有意思呢?没买蔚来车的都戴着五公分厚的眼罩使劲儿喊黑喊打啊,买了蔚来车的才知道蔚来除了车好到流泪之外,最重要的是真把每位车主当朋友在对待。生为这样一个以用户满意度作为唯一KPI考核标准的车企,哪是瑟缩在键盘后面吸着鼻涕,捧着一碗香精味十足的老坛酸菜牛肉面打字的网络小杂碎黑得了的呢?这特么简直滑之大稽!","images":[{"img":"https://static.tigerbbs.com/0f485b3bbad95a30758ced830d530af4","width":"1024","height":"1024"},{"img":"https://static.tigerbbs.com/d5ad9e38df2e3dd7110a9bbe8b630132","width":"1117","height":"2436"},{"img":"https://static.tigerbbs.com/f3e636ff25af4f4da0749c0f7af56ba1","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":17,"repostSize":1,"link":"https://laohu8.com/post/994938095","isVote":1,"tweetType":1,"viewCount":6068,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520203043336421","authorId":"3520203043336421","name":"爱吃水果的狼","avatar":"https://static.tigerbbs.com/a7644d967706b6d402a48988fb4b8c9f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3520203043336421","idStr":"3520203043336421"},"content":"国产汽车都花50万了,在不给点贿赂那就真说不过去了。难不成在这里卖理想和情怀?别搞笑了","text":"国产汽车都花50万了,在不给点贿赂那就真说不过去了。难不成在这里卖理想和情怀?别搞笑了","html":"国产汽车都花50万了,在不给点贿赂那就真说不过去了。难不成在这里卖理想和情怀?别搞笑了"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":907886294,"gmtCreate":1561648369018,"gmtModify":1704702435803,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"$蔚来(NIO)$ 如果哪天大阳一窜而起,空头别哭,要谢谢你们的陪伴。和做多一样,都是愿赌服输。","listText":"$蔚来(NIO)$ 如果哪天大阳一窜而起,空头别哭,要谢谢你们的陪伴。和做多一样,都是愿赌服输。","text":"$蔚来(NIO)$ 如果哪天大阳一窜而起,空头别哭,要谢谢你们的陪伴。和做多一样,都是愿赌服输。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":21,"repostSize":0,"link":"https://laohu8.com/post/907886294","isVote":1,"tweetType":1,"viewCount":2110,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3466592078007819","authorId":"3466592078007819","name":"阿莫西林克拉维酸钾","avatar":"https://static.tigerbbs.com/cbe86750265b53569e50816596e21549","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3466592078007819","idStr":"3466592078007819"},"content":"到时候你别哭就行了","text":"到时候你别哭就行了","html":"到时候你别哭就行了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":904866759,"gmtCreate":1560961981971,"gmtModify":1704701162488,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"$蔚来(NIO)$ 在这儿大放厥词的大都是买个几百千把股的货,成天还空军,还司令,寒颤不?丢人不?","listText":"$蔚来(NIO)$ 在这儿大放厥词的大都是买个几百千把股的货,成天还空军,还司令,寒颤不?丢人不?","text":"$蔚来(NIO)$ 在这儿大放厥词的大都是买个几百千把股的货,成天还空军,还司令,寒颤不?丢人不?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":17,"repostSize":1,"link":"https://laohu8.com/post/904866759","isVote":1,"tweetType":1,"viewCount":7983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482883395190175","authorId":"3482883395190175","name":"Carson_Bai","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3482883395190175","idStr":"3482883395190175"},"content":"谢谢,老哥问个题外话,您是蔚来车主吗?(我有点想入一辆看看 嘻嘻😁)","text":"谢谢,老哥问个题外话,您是蔚来车主吗?(我有点想入一辆看看 嘻嘻😁)","html":"谢谢,老哥问个题外话,您是蔚来车主吗?(我有点想入一辆看看 嘻嘻😁)"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":907895921,"gmtCreate":1561643442663,"gmtModify":1704702397182,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"$蔚来(NIO)$ 斌哥稳住。大多支持蔚来的朋友不仅是因为蔚来的产品所具有的未来生活方式,还因为大家都认为这个时代的中国需要那么一些有担当,有梦想的人无所畏惧地在风口浪尖去挑战传统,挑战命运,挑战未来。","listText":"$蔚来(NIO)$ 斌哥稳住。大多支持蔚来的朋友不仅是因为蔚来的产品所具有的未来生活方式,还因为大家都认为这个时代的中国需要那么一些有担当,有梦想的人无所畏惧地在风口浪尖去挑战传统,挑战命运,挑战未来。","text":"$蔚来(NIO)$ 斌哥稳住。大多支持蔚来的朋友不仅是因为蔚来的产品所具有的未来生活方式,还因为大家都认为这个时代的中国需要那么一些有担当,有梦想的人无所畏惧地在风口浪尖去挑战传统,挑战命运,挑战未来。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":20,"repostSize":0,"link":"https://laohu8.com/post/907895921","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3477954304713679","authorId":"3477954304713679","name":"高级人贩子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3477954304713679","idStr":"3477954304713679"},"content":"新能源车虽然市场巨大,但是国内已经百家企业投身其中,蔚来无论从技术成本控制都没看出来有啥核心优势","text":"新能源车虽然市场巨大,但是国内已经百家企业投身其中,蔚来无论从技术成本控制都没看出来有啥核心优势","html":"新能源车虽然市场巨大,但是国内已经百家企业投身其中,蔚来无论从技术成本控制都没看出来有啥核心优势"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":932160084,"gmtCreate":1572636506048,"gmtModify":1704724805210,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来出货量稳步上升,十月销售量不出意外又将新高。蔚来黑的槽点越来越少。翻阅了一下,目前黑们在割喉断气之前也只能吐槽一下财务状况了。蔚来营销费用过大?蔚来可是把花在营销上的费用尽数花在研发和优待车主上,不知道何过之有?有的怕也只能是嫉妒和恨了。说到车商的营销费用,作为蔚来第一批创始版的忠实车主,同时也作为奔驰和宝马品牌十数年的资深车主,我来讲讲车主角度的解读。拿奔驰举例,奔驰每年的营销费用甚巨。单说我连年会参加的梅赛德斯杯高尔夫球赛这一项吧。每年的梅赛德斯杯,分中国东南西北区,参与车主数量极大。初赛一般选在各省球场举行,参赛费用奔驰全包。包括球场打球费用,统一的服装(Hugo Boss定制星徽帽子、比赛T恤),比赛能量包(当地定制),奖品若干。初赛过后会选择指定著名球场打区域决赛,机票、五星酒店、打球费用,服装(区域决赛又是一套全新衣服)等奔驰全包。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来出货量稳步上升,十月销售量不出意外又将新高。蔚来黑的槽点越来越少。翻阅了一下,目前黑们在割喉断气之前也只能吐槽一下财务状况了。蔚来营销费用过大?蔚来可是把花在营销上的费用尽数花在研发和优待车主上,不知道何过之有?有的怕也只能是嫉妒和恨了。说到车商的营销费用,作为蔚来第一批创始版的忠实车主,同时也作为奔驰和宝马品牌十数年的资深车主,我来讲讲车主角度的解读。拿奔驰举例,奔驰每年的营销费用甚巨。单说我连年会参加的梅赛德斯杯高尔夫球赛这一项吧。每年的梅赛德斯杯,分中国东南西北区,参与车主数量极大。初赛一般选在各省球场举行,参赛费用奔驰全包。包括球场打球费用,统一的服装(Hugo Boss定制星徽帽子、比赛T恤),比赛能量包(当地定制),奖品若干。初赛过后会选择指定著名球场打区域决赛,机票、五星酒店、打球费用,服装(区域决赛又是一套全新衣服)等奔驰全包。","text":"$蔚来(NIO)$ 蔚来出货量稳步上升,十月销售量不出意外又将新高。蔚来黑的槽点越来越少。翻阅了一下,目前黑们在割喉断气之前也只能吐槽一下财务状况了。蔚来营销费用过大?蔚来可是把花在营销上的费用尽数花在研发和优待车主上,不知道何过之有?有的怕也只能是嫉妒和恨了。说到车商的营销费用,作为蔚来第一批创始版的忠实车主,同时也作为奔驰和宝马品牌十数年的资深车主,我来讲讲车主角度的解读。拿奔驰举例,奔驰每年的营销费用甚巨。单说我连年会参加的梅赛德斯杯高尔夫球赛这一项吧。每年的梅赛德斯杯,分中国东南西北区,参与车主数量极大。初赛一般选在各省球场举行,参赛费用奔驰全包。包括球场打球费用,统一的服装(Hugo Boss定制星徽帽子、比赛T恤),比赛能量包(当地定制),奖品若干。初赛过后会选择指定著名球场打区域决赛,机票、五星酒店、打球费用,服装(区域决赛又是一套全新衣服)等奔驰全包。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/932160084","isVote":1,"tweetType":1,"viewCount":8285,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"content":"晋级之后再选择国内著名球场进行中国区决赛,例如海南三亚神州半岛球场、云南昆明春城球场、长白山万达球场都是常选的,同样的流程再来一遍。中国区决赛晋级的车主球手赴德国斯图加特参加梅赛德斯世界杯决赛,同时没晋级也没关系,最近中线奖还会产生出若干位赴英国观看大满贯The Open的名额,也是全程奔驰全包。加之每场比赛的活动组织,试驾、展示、保障、晚宴、一线明星嘉宾助兴演出等费用耗费各位自行脑补。","text":"晋级之后再选择国内著名球场进行中国区决赛,例如海南三亚神州半岛球场、云南昆明春城球场、长白山万达球场都是常选的,同样的流程再来一遍。中国区决赛晋级的车主球手赴德国斯图加特参加梅赛德斯世界杯决赛,同时没晋级也没关系,最近中线奖还会产生出若干位赴英国观看大满贯The Open的名额,也是全程奔驰全包。加之每场比赛的活动组织,试驾、展示、保障、晚宴、一线明星嘉宾助兴演出等费用耗费各位自行脑补。","html":"晋级之后再选择国内著名球场进行中国区决赛,例如海南三亚神州半岛球场、云南昆明春城球场、长白山万达球场都是常选的,同样的流程再来一遍。中国区决赛晋级的车主球手赴德国斯图加特参加梅赛德斯世界杯决赛,同时没晋级也没关系,最近中线奖还会产生出若干位赴英国观看大满贯The Open的名额,也是全程奔驰全包。加之每场比赛的活动组织,试驾、展示、保障、晚宴、一线明星嘉宾助兴演出等费用耗费各位自行脑补。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":930011796,"gmtCreate":1567780521515,"gmtModify":1704716851871,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>刚才李斌同学在群里给大发红包,道周末愉快,说准备看电影。不知道他这样一个日夜不休为蔚来忙碌奔波的“超人”有多久没有跟夫人一起好好看部电影了。愿他们的善良与辛苦不会白费,也愿蔚来可以在逆境中撑起世界新能源汽车品牌的一角。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>刚才李斌同学在群里给大发红包,道周末愉快,说准备看电影。不知道他这样一个日夜不休为蔚来忙碌奔波的“超人”有多久没有跟夫人一起好好看部电影了。愿他们的善良与辛苦不会白费,也愿蔚来可以在逆境中撑起世界新能源汽车品牌的一角。","text":"$蔚来(NIO)$刚才李斌同学在群里给大发红包,道周末愉快,说准备看电影。不知道他这样一个日夜不休为蔚来忙碌奔波的“超人”有多久没有跟夫人一起好好看部电影了。愿他们的善良与辛苦不会白费,也愿蔚来可以在逆境中撑起世界新能源汽车品牌的一角。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/930011796","isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481109623161534","authorId":"3481109623161534","name":"wilsonyang","avatar":"https://static.tigerbbs.com/6693f841e96f4aaf3eff48d96e19be4c","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3481109623161534","idStr":"3481109623161534"},"content":"国家应该从资本上扶持像样的自主品牌,在燃油时代没赶上,不能在新能源里再输掉了。而且不能只靠免税和补贴,应该重点资本扶持,否则这些可怜的创业者怎么和国外大品牌比拼?不能让他们自生自灭,那真是不重视民族企业。国有企业给了这么多钱和政策,又如何?都是靠合资帮助外国人占领中国市场,想起来就没出息!","text":"国家应该从资本上扶持像样的自主品牌,在燃油时代没赶上,不能在新能源里再输掉了。而且不能只靠免税和补贴,应该重点资本扶持,否则这些可怜的创业者怎么和国外大品牌比拼?不能让他们自生自灭,那真是不重视民族企业。国有企业给了这么多钱和政策,又如何?都是靠合资帮助外国人占领中国市场,想起来就没出息!","html":"国家应该从资本上扶持像样的自主品牌,在燃油时代没赶上,不能在新能源里再输掉了。而且不能只靠免税和补贴,应该重点资本扶持,否则这些可怜的创业者怎么和国外大品牌比拼?不能让他们自生自灭,那真是不重视民族企业。国有企业给了这么多钱和政策,又如何?都是靠合资帮助外国人占领中国市场,想起来就没出息!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":993154013,"gmtCreate":1563906526532,"gmtModify":1704706185823,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>几天不看,回来瞧见那些皮痒的依然皮痒。那你们就继续唱空吧,唱破了喉咙也没人理你们的。破喉咙~~~哟喂。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>几天不看,回来瞧见那些皮痒的依然皮痒。那你们就继续唱空吧,唱破了喉咙也没人理你们的。破喉咙~~~哟喂。","text":"$蔚来(NIO)$几天不看,回来瞧见那些皮痒的依然皮痒。那你们就继续唱空吧,唱破了喉咙也没人理你们的。破喉咙~~~哟喂。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/993154013","isVote":1,"tweetType":1,"viewCount":1826,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499940604152760","authorId":"3499940604152760","name":"乌利赛斯","avatar":"https://static.tigerbbs.com/eb4b1d0cdd5bcea45addd4f294d3d11d","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3499940604152760","idStr":"3499940604152760"},"content":"兄弟,今天发现你原来这么牛逼😎","text":"兄弟,今天发现你原来这么牛逼😎","html":"兄弟,今天发现你原来这么牛逼😎"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991419816,"gmtCreate":1565014478735,"gmtModify":1704708095821,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我脾气怪,我不卖。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我脾气怪,我不卖。","text":"$蔚来(NIO)$我脾气怪,我不卖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/991419816","isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525230792974104","authorId":"3525230792974104","name":"黄金二十年","avatar":"https://static.tigerbbs.com/faf6246cb0a6a6ba09c0d9ba1285220e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3525230792974104","idStr":"3525230792974104"},"content":"哥们建仓价多少","text":"哥们建仓价多少","html":"哥们建仓价多少"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":930817582,"gmtCreate":1568171203746,"gmtModify":1704717372599,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>上升通道打开。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>上升通道打开。","text":"$蔚来(NIO)$上升通道打开。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/930817582","isVote":1,"tweetType":1,"viewCount":4619,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3519832254064216","authorId":"3519832254064216","name":"啊呜喵喵喵","avatar":"https://static.tigerbbs.com/8f0da0733312b8c815c2c72eeffccf23","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3519832254064216","idStr":"3519832254064216"},"content":"2.9入的,3.12下的车,我 [流泪]","text":"2.9入的,3.12下的车,我 [流泪]","html":"2.9入的,3.12下的车,我 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":990925806,"gmtCreate":1562162183605,"gmtModify":1704703353195,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"$蔚来(NIO)$ 爆打空头,欢迎来空!融得到券不?呵呵","listText":"$蔚来(NIO)$ 爆打空头,欢迎来空!融得到券不?呵呵","text":"$蔚来(NIO)$ 爆打空头,欢迎来空!融得到券不?呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/990925806","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3510628929016117","authorId":"3510628929016117","name":"狐狸爸爸","avatar":"https://static.tigerbbs.com/9e435c219ad3ac1f9545abdb991d38c1","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3510628929016117","idStr":"3510628929016117"},"content":"你挣钱了吗?","text":"你挣钱了吗?","html":"你挣钱了吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":999507433,"gmtCreate":1563377786522,"gmtModify":1704705319741,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>站上所有短期均线,继续欢迎天天在这儿耍嘴皮子的真金白银来空。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>站上所有短期均线,继续欢迎天天在这儿耍嘴皮子的真金白银来空。","text":"$蔚来(NIO)$站上所有短期均线,继续欢迎天天在这儿耍嘴皮子的真金白银来空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/999507433","isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516095948973168","authorId":"3516095948973168","name":"冰凉","avatar":"https://static.tigerbbs.com/fa4fbdbfe0a4ea70f35249a1399d0836","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3516095948973168","idStr":"3516095948973168"},"content":"做空也正常的,短期不是没有机会,只是用不着非得挑企业毛病,搬产品是非。","text":"做空也正常的,短期不是没有机会,只是用不着非得挑企业毛病,搬产品是非。","html":"做空也正常的,短期不是没有机会,只是用不着非得挑企业毛病,搬产品是非。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":990956100,"gmtCreate":1562163097400,"gmtModify":1704703363331,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"$特斯拉(TSLA)$ 现在谁是新能源汽车龙头,明白了吧。","listText":"$特斯拉(TSLA)$ 现在谁是新能源汽车龙头,明白了吧。","text":"$特斯拉(TSLA)$ 现在谁是新能源汽车龙头,明白了吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/990956100","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3510628929016117","authorId":"3510628929016117","name":"狐狸爸爸","avatar":"https://static.tigerbbs.com/9e435c219ad3ac1f9545abdb991d38c1","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3510628929016117","idStr":"3510628929016117"},"content":"蔚来厉害,从13掉到2.35,现在3.25","text":"蔚来厉害,从13掉到2.35,现在3.25","html":"蔚来厉害,从13掉到2.35,现在3.25"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":990902644,"gmtCreate":1562136237088,"gmtModify":1704703276751,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"$中烟香港(06055)$ 此前的获利今天就要全部了结,今天进场的永远站岗了。","listText":"$中烟香港(06055)$ 此前的获利今天就要全部了结,今天进场的永远站岗了。","text":"$中烟香港(06055)$ 此前的获利今天就要全部了结,今天进场的永远站岗了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/990902644","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502160585308893","authorId":"3502160585308893","name":"金燊","avatar":"https://static.tigerbbs.com/8f40b19dfad6a07e1ef9139310e1ce45","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3502160585308893","idStr":"3502160585308893"},"content":"这个在A股至少100块钱以上。","text":"这个在A股至少100块钱以上。","html":"这个在A股至少100块钱以上。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":990217498,"gmtCreate":1562606980014,"gmtModify":1704703948412,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 做T的好玩儿吗?玩丢筹码的拜拜咯","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 做T的好玩儿吗?玩丢筹码的拜拜咯","text":"$蔚来(NIO)$ 做T的好玩儿吗?玩丢筹码的拜拜咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/990217498","isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":990836871,"gmtCreate":1562343743693,"gmtModify":1704703683217,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 当初看到二块一块甚至几毛钱几分钱的现在又开始预测蔚来的顶了,你们是娱乐精神支撑着的,还是脸不够疼?预测股价本身就是一种可笑的事情,当然混成像大霄这种极品算命先生还是有市场的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 当初看到二块一块甚至几毛钱几分钱的现在又开始预测蔚来的顶了,你们是娱乐精神支撑着的,还是脸不够疼?预测股价本身就是一种可笑的事情,当然混成像大霄这种极品算命先生还是有市场的。","text":"$蔚来(NIO)$ 当初看到二块一块甚至几毛钱几分钱的现在又开始预测蔚来的顶了,你们是娱乐精神支撑着的,还是脸不够疼?预测股价本身就是一种可笑的事情,当然混成像大霄这种极品算命先生还是有市场的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/990836871","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"content":"不可抑制向上发散的60线,即将成型的周线金叉,你们卖出和空的理由是什么?拍脑袋滴干活吗?","text":"不可抑制向上发散的60线,即将成型的周线金叉,你们卖出和空的理由是什么?拍脑袋滴干活吗?","html":"不可抑制向上发散的60线,即将成型的周线金叉,你们卖出和空的理由是什么?拍脑袋滴干活吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":990004757,"gmtCreate":1562090883379,"gmtModify":1704703157255,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"$蔚来(NIO)$ NIO Day day 🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙","listText":"$蔚来(NIO)$ NIO Day day 🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙","text":"$蔚来(NIO)$ NIO Day day 🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙🆙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/990004757","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":930630449,"gmtCreate":1568212585081,"gmtModify":1704717474367,"author":{"id":"3498611698611050","authorId":"3498611698611050","name":"一刀兄","avatar":"https://static.tigerbbs.com/57c84c35eae7579eb4f734290b903d90","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498611698611050","idStr":"3498611698611050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>看来蔚来这小论坛里面真有股盲。见过45度涨了不回调的K线?哪有这事儿我也来两块钱的,哈哈哈!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>看来蔚来这小论坛里面真有股盲。见过45度涨了不回调的K线?哪有这事儿我也来两块钱的,哈哈哈!","text":"$蔚来(NIO)$看来蔚来这小论坛里面真有股盲。见过45度涨了不回调的K线?哪有这事儿我也来两块钱的,哈哈哈!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/930630449","isVote":1,"tweetType":1,"viewCount":5352,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499947879566672","authorId":"3499947879566672","name":"香橼","avatar":"https://static.tigerbbs.com/f6ef29e5cdef1fc3f4c35898120bbc60","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3499947879566672","idStr":"3499947879566672"},"content":"典型的喷子,看小丑跳就行了,何必您老出马。","text":"典型的喷子,看小丑跳就行了,何必您老出马。","html":"典型的喷子,看小丑跳就行了,何必您老出马。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}